AWA
Arbor Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
3,049
+9
| +0.3% | +$5.59K | 1.54% | 13 |
|
|
2025
Q1 | $1.71M | Buy |
3,040
+10
| +0.3% | +$5.62K | 1.52% | 13 |
|
|
2024
Q4 | $1.78M | Buy |
3,030
+11
| +0.4% | +$6.48K | 1.59% | 13 |
|
|
2024
Q3 | $1.74M | Buy |
3,019
+11
| +0.4% | +$6.35K | 1.57% | 11 |
|
|
2024
Q2 | $1.65M | Buy |
3,008
+9
| +0.3% | +$4.93K | 1.62% | 13 |
|
|
2024
Q1 | $1.58M | Buy |
2,999
+10
| +0.3% | +$5.26K | 1.49% | 15 |
|
|
2023
Q4 | $1.43M | Buy |
+2,989
| New | +$1.43M | 1.47% | 15 |
|